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Patting Myself on the Back

August 20th, 2014 at 07:01 pm

After another self-enforced viewing of the PBS Frontline series on retirement planning and mutual fund fees, I spent an hour on the phone with Vanguard who happily handled all the paperwork to get me out of a bunch of my higher fee mutual funds and into a nice target fund. I'm happy with the allocation; after years in brokerage, the last thing I want to do is fuss with trying to outwit the market.

We did it all online, and I'm so glad I got it done. I then called Schwab, which will be a trickier transfer, but sold most of my holdings (not all!) and will roll that into that Vanguard fund as well. I'm only sorry it took me so long. Simplify, simplify, simplify.

In other good news, the freelance editors are very happy with my work and have sent me another batch to accuracy check. I read two capstone projects, and have a stack of finals to grade. I also deposited $750 from my flex spending that cleaned out the account, but helped pay the periodontist.

DD's school registration was today at a lovely $203 bill. What doesn't get done tonight, will have to get done tomorrow. Lots to do!

2 Responses to “Patting Myself on the Back”

  1. ceejay74 Says:

    Good for you! I wish more people would jump ship and come to Vanguard; maybe the other places would wake up and we'd have actual transparency and competition.

  2. FrugalTexan75 Says:

    That's great about more projects coming your way!

    Once I'm settled, I plan on moving more of my funds to Vanguard too. I'd started the process in NM, but got too distracted with other things.

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